Automation Systems Architect & AI-Driven Business Systems Specialist
Designing automation systems that quietly scale your business
I help lean, high-growth teams replace manual workflows with resilient automation systems and AI-driven operations that are observable, maintainable, and built to last.
Specialties: Revops automation, customer journeys, back-office orchestration, AI copilots, and analytics-ready data pipelines.
Recent systems: multi-channel lead routing, LLM-powered support triage, weighted SLAs, and human-in-the-loop automations for high-value accounts.
Trusted by product-led and service-based teams modernizing their operations
Hi, I’m Oliver. I design systems that don’t break at scale.
My work sits at the intersection of automation architecture, AI, and business operations. I partner with founders, operators, and RevOps leaders to turn messy, fragile workflows into calm, observable systems that actually support growth.
Instead of random zaps and scripts, I build modular, well-documented architectures—with clear ownership, monitoring, and guardrails—so your team can ship faster without creating hidden operational debt.
- End-to-end journey design across marketing, sales, onboarding, and success
- Automation blueprints that match your data model and reporting needs
- AI copilots and assistants embedded into real business workflows
- Documentation, runbooks, and training so your team stays in control
Selected outcomes
- 40% reduction in manual ops time for a B2B SaaS team by re-architecting lead lifecycle and handoffs.
- Unified customer data across CRM, billing, and product analytics, enabling clean revenue reporting.
- AI-powered support triage that routes and summarizes tickets, improving time-to-first-response.
- Global automation standards and playbooks that new hires can onboard into within a week.
If you’re feeling the weight of scattered tools, brittle automations, or inconsistent handoffs, I can help you design a calmer, more predictable system.
Services
From scattered workflows to a coherent automation architecture
Engagements are outcome-focused and tool-agnostic. I work with your existing stack to design, build, and document the systems that run your business.
Automation Architecture & Roadmapping
Map your current workflows, identify failure points, and design a clear automation architecture that matches your go-to-market and data model.
- System diagrams & data flows
- Automation playbook & priorities
- Scope for quick wins vs foundations
Implementation & System Build-Out
Translate architecture into production-ready automations, integrations, and AI workflows with logging, alerting, and documentation baked in.
- Implement in tools like Zapier, Make, Workato, n8n, or custom
- LLM-assisted workflows & copilots
- Runbooks and rollback plans
Advisory, Audits & Optimization
Review existing automations, uncover blind spots, and tune systems for reliability, observability, and lower maintenance overhead.
- Automation & AI audits
- Monitoring and alerting strategy
- Team enablement and office hours
Process
A structured way to go from chaos to clarity
Every engagement follows a simple, low-friction framework so your team knows what’s happening and why.
Portfolio Highlights
Automation systems I’ve recently designed
Each project starts from first principles—designing for reliability, team workflows, and measurable business impact.
Lead lifecycle & routing overhaul
Designed a unified lead lifecycle across CRM, marketing automation, and product events, with routing logic that respects territory, intent, and SLAs.
Impact: +23% increase in qualified meetings booked and fewer handoff errors.
AI-powered support triage
Implemented LLM-based classification and summarization on top of an existing helpdesk, feeding into queues, alerts, and downstream automations.
Impact: 35% faster time-to-first-response and clearer context for agents.
Ops operating system & playbooks
Codified automation patterns, naming conventions, and runbooks into a central operations handbook and shared automation library.
Impact: New ops hires become effective in under 7 days with minimal shadowing.
Productized Services
Choose the engagement that matches your operational stage
Clear, fixed-scope packages designed for momentum. Custom retainers are available for teams with complex or ongoing needs.
Questions about working together
If your question isn’t covered here, feel free to include it in your message when you reach out.
Which tools and platforms do you work with?
I’m tool-agnostic and start from your existing stack. Common platforms include HubSpot, Salesforce, Pipedrive, Airtable, Notion, Zapier, Make, Workato, n8n, Retool, and various LLM providers. If you have custom or in-house systems, we’ll design around your APIs and data model.
What’s the typical timeline for an engagement?
Audits are usually completed within 1–2 weeks. Core Build projects run 3–6 weeks depending on scope and team availability. Fractional partnerships are a 3-month minimum so we can design, build, and iterate together.
How do you collaborate with our internal team?
We’ll align on a primary point of contact and preferred channels (Slack, email, project tools). I can work directly with founders, ops leaders, or RevOps teams and am comfortable pairing with in-house engineers where needed.
Can you help us introduce AI safely into our workflows?
Yes. We’ll start with low-risk, high-leverage use cases like summarization, triage, and internal copilots. We design guardrails, escalation paths, and human-in-the-loop checks so AI augments your team rather than acting as an opaque black box.
Ready to level up your automation systems?
Tell me a bit about your stack, your biggest operational headaches, and the outcomes you’d like to see. I’ll reply with a short Loom or email outlining how I can help and suggested next steps.
Typical clients: SaaS, professional services, and productized service businesses between seed and Series C.
Share a bit about your systems
You’ll receive a reply within 1–2 business days.